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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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The global chip shortage is continuing to wreak havoc for the car giants
October 28, 2021
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Manufacturing
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Stellantis NV
From
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October 28, 2021
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October 20, 2021
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From
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October 19, 2021
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October 18, 2021
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Stellantis NV
From
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October 18, 2021
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October 11, 2021
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October 08, 2021
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World Markets
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From
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Jeep unveils first-ever Grand Cherokee plug-in electric SUV
September 29, 2021
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Jeep and Ram partner with Bono's (RED) organization for special-edition vehicles
September 22, 2021
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Stellantis NV
Transportation
From
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Tesla Autopilot to be compared with 12 other carmakers' systems in NHTSA probe
September 14, 2021
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US: News
Volkswagen AG
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From
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From 'blatantly biased' to 'discriminatory:' Tesla, Toyota and Honda criticize $4,500 EV tax incentive for union-made vehicles
September 14, 2021
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Stellantis NV
From
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Ford Motor Chair Bill Ford on automaker's stock rally, SPACs and investors
September 08, 2021
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Ram, Dodge, Lexus get top scores for new vehicle quality in J.D. Power study
August 31, 2021
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US: News
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Stellantis NV
From
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Dodge to resurrect 'Fratzog' logo for new electric vehicles
August 27, 2021
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Ethereum upgrade marks beginning of the end for traditional ether mining: CNBC After Hours
August 05, 2021
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5 things to know before the stock market opens Thursday
August 05, 2021
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Stellantis NV
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Biden to push for electric vehicles to make up 40% or more of U.S. auto sales by 2030
August 05, 2021
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European markets set to rise ahead of fresh earnings, Bank of England decision
August 05, 2021
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European markets set for cautiously higher open as investors watch earnings, data
August 04, 2021
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U.S. automakers reinstate mask mandates at all facilities due to Delta variant
August 03, 2021
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What to watch today: Wall Street set to bounce as Dow looks for another record
August 03, 2021
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Stocks making the biggest moves in the premarket: Under Armour, Translate Bio, Clorox and more
August 03, 2021
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Ford reinstates mask mandates at facilities in Missouri and Florida
July 28, 2021
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GM hires Nio and Lyft executives; Stellantis poaches Amazon VP
July 20, 2021
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Stellantis NV
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Transportation
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GM confirms third electric pickup truck ahead of Hummer production
July 19, 2021
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Jeep unveils 2022 Compass SUV ahead of EV push
July 14, 2021
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Volkswagen wants half of its vehicle sales to be electric by 2030
July 13, 2021
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